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Darla Douglas

@Gps Wealth Strategies Group, Llc

Latest period2024 - Q3ReportedManaged Assets$750.526MTotal holdings1397
Assets growth rate12.72%Assets growth rate (2-Q avg)10.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gps Wealth Strategies Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1397 positions.

Assets under management

The assets under management (AUM) of Gps Wealth Strategies Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 750.526M in assets, with a quarterly growth rate of 12.72% and a 2-quarter average growth rate of 10.28%. The portfolio is managed by Darla Douglas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CFAVictoryshares Us
Recent Activity
New Position
0.02%
$115,916
1,346 shares@ $86.12 avg price
FBNDFidelity Total
Recent Activity
New Position
0.02%
$110,306
2,360 shares@ $46.74 avg price
EMOClearbridge Energy
Recent Activity
New Position
0.02%
$102,207
2,422 shares@ $42.2 avg price
IEFIshares 7-10yr
Recent Activity
New Position
0.02%
$84,481
861 shares@ $98.12 avg price
DCORDimensional Us
Recent Activity
New Position
0.02%
$76,768
1,212 shares@ $63.34 avg price
CRSCarpenter Technolgy
Recent Activity
New Position
0.01%
$43,406
272 shares@ $159.59 avg price
SHYDVaneck Short
Recent Activity
New Position
0.01%
$34,080
1,500 shares@ $22.72 avg price
MFICMidcap Financial
Recent Activity
New Position
0.01%
$30,516
2,279 shares@ $13.4 avg price
CFOVictoryshares Us
Recent Activity
New Position
0.01%
$30,010
430 shares@ $69.8 avg price
LHXL3harris Technologies
Recent Activity
New Position
0.01%
$29,734
125 shares@ $237.88 avg price